IPhone 5 in late June

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    Posted: 05 April 2011 09:34 PM #31

    omacvi - 05 April 2011 09:38 PM

    Gurber’s source also said the iPad 2 would came in the fall.

    Apple does not leak to bloggers.  They leak to the NYT and WSJ.  Neither paper have weighted in on this so called iPhone delay.

    Also many have said there were parts issues with the iPad.  We now have shorter shipping times.

    The only benefit for a iPhone in fall rumor is to keep sales up between now and June.  It keeps everyone guessing.  The problem is that if you run a company by rumors you will pay the price at some point.

    Given the demand for the iPad 2, I am sure Apple sees the demand for the iPhone 5 on par with the iPad 2.  There is no business sense to delay 3 months.  None

    For now, I still see the iPhone outselling iPad, though iPad will “catch up” very quickly.  Let’s see, from 18+ million iPhones this quarter to 30+ million a year from now?  I can see that.

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  • Posted: 05 April 2011 09:44 PM #32

    FalKirk - 05 April 2011 08:53 PM
    omacvi - 05 April 2011 03:18 AM

    There is lots of evidence that points to a late June release.  Anyone who said otherwise is not credible.

    Then I guess you’re saying that John Gruber is not credible.

    What kind of sense would it make for Apple to release or announce a new iPhone in June and not do it at WWDC? Do people even think before they publish stuff like this?

    John Gruber is very credible, but in this case his mention of iPhone 5 rumors was referencing Jim Dairymple, if memory serves.  I don’t recall that Gruber had independent sources on this rumor.

    I think Apple could easily launch outside of WWDC, especially 2 weeks on either side of it.  Why not a special event?  More media attention, more S.J., more PPS.  :-D

         
  • Posted: 05 April 2011 09:54 PM #33

    Mav - 06 April 2011 12:30 AM

    Dalrymple’s…different lately.

    He’ll confidently proclaim when iPhone 5 _won’t_ launch and that’s about it.

    “It won’t launch end of June!”  Well I’ve got more news for you Jim, it won’t launch end of December either!

    Not.  Constructive.  AT ALL.  If you can’t even throw your hat in the ring as to a possible date, all this, “no, not this date, not that one either” business is setting your credibility up for a big hit if you’re wrong.  You’ll probably actually get more credit for guessing wrong.

    This is the part that is confounding to me as well.  Dairymple knows more than he’s letting on.  Or, he knows it’s not June and that’s it. 

    Let’s recap:  Phil Schiller is more credible than Jim Dairymple.  Phil says there’s a white iPhone launch in the spring.  An iPhone 4 could be released today but if they did Apple would confirm a fall release for iPhone 5.  Still, a white iPhone 4 now is a poor substitute for an iPhone 5

    In his tweet, Phil does not say if it’s a iPhone 4 or 5.  Apple surprises us all with a May launch.  Jim D. suffers a little embarrassment: He was right about June but still looks played. So what?  Apple allows WWDC to focus on Lion and iOS. 

    I’m warming to this.

         
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    Posted: 05 April 2011 10:07 PM #34

    Ok who do you believe?  Gurber did jump on the bandwagon that we will see a iPad 2 in the fall.  He did say he was speculatiing.  But he also linked this story.

    http://www.loopinsight.com/2011/02/22/rumors-of-ipad-2-iphone-5-delays-are-not-true/

    Jim is talking out of both sides of his mouth.  The two are playing a tag team on starting rumors or trying to back them up.

         
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    Posted: 05 April 2011 10:11 PM #35

    omacvi - 06 April 2011 01:07 AM

    Ok who do you believe?  Gurber did jump on the bandwagon that we will see a iPad 2 in the fall.  He did say he was speculatiing.  But he also linked this story.

    http://www.loopinsight.com/2011/02/22/rumors-of-ipad-2-iphone-5-delays-are-not-true/

    Jim is talking out of both sides of his mouth.  The two are playing a tag team on starting rumors or trying to back them up.

    This is how a print differs from talking heads on TV filling time. And how pundits lose their credibility. Good grab!

         
  • Posted: 05 April 2011 10:17 PM #36

    omacvi - 06 April 2011 01:07 AM

    Ok who do you believe?  Gurber did jump on the bandwagon that we will see a iPad 2 in the fall.  He did say he was speculatiing.  But he also linked this story.

    http://www.loopinsight.com/2011/02/22/rumors-of-ipad-2-iphone-5-delays-are-not-true/

    Jim is talking out of both sides of his mouth.  The two are playing a tag team on starting rumors or trying to back them up.

    Gruber is cribbing off Dairymple here.  Nothing wrong with it, as John is usually open about attribution. But independent sources are better than joining the bandwagon led by another.

    I normally don’t invest this much time thinking about Apple rumors, but the iPhone is huge to Apple fortunes (and ours).  And truth be told, the iPhone 5 delay has more impact to PPS than EPS in the near term only.  Long term, we’re just fine.

         
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    Posted: 05 April 2011 10:21 PM #37

    Mercel - 06 April 2011 01:17 AM
    omacvi - 06 April 2011 01:07 AM

    Ok who do you believe?  Gurber did jump on the bandwagon that we will see a iPad 2 in the fall.  He did say he was speculatiing.  But he also linked this story.

    http://www.loopinsight.com/2011/02/22/rumors-of-ipad-2-iphone-5-delays-are-not-true/

    Jim is talking out of both sides of his mouth.  The two are playing a tag team on starting rumors or trying to back them up.

    Gruber is cribbing off Dairymple here.  Nothing wrong with it, as John is usually open about attribution. But independent sources are better than joining the bandwagon led by another.

    I normally don’t invest this much time thinking about Apple rumors, but the iPhone is huge to Apple fortunes (and ours).  And truth be told, the iPhone 5 delay has more impact to PPS than EPS in the near term only.  Long term, we’re just fine.

    I agree.  I don’t really care if the stock drops 5% if no iPhone in June.  We will be fine 3 months later.  I just want to point out that crying wolf to manipulate stock is taking place.

    http://www.cnn.com/2011/TECH/mobile/04/05/iphone.5.release.date/index.html?hpt=C1

    CNN is trying to get in on the action.  Very good article.

         
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    Posted: 05 April 2011 10:30 PM #38

    The crooks CNBC are at it again helped by the crooks at Barclay’s.

    http://www.cnbc.com/id/42442550

         
  • Posted: 05 April 2011 11:27 PM #39

    omacvi - 06 April 2011 01:30 AM

    The crooks CNBC are at it again helped by the crooks at Barclay’s.

    http://www.cnbc.com/id/42442550

    Crooks or just clueless?  Here’s a counterpunch:  AppleInsider is reporting the iPhone is capturing the hearts and minds of teens in impressive numbers Read here for a link to the AppleInsider story.

         
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    Posted: 06 April 2011 12:00 AM #40

    Unique - 06 April 2011 02:33 AM
    omacvi - 06 April 2011 01:30 AM

    The crooks CNBC are at it again helped by the crooks at Barclay’s.

    http://www.cnbc.com/id/42442550

    Oh it’s Scott Moritz, the long time Apple basher/hater.

    Definitely a crook.  Did not notice the author. 

    Now I am certain we will get it in June.smile

         
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    Posted: 06 April 2011 12:03 AM #41

    omacvi - 06 April 2011 01:07 AM

    Ok who do you believe?  Gurber did jump on the bandwagon that we will see a iPad 2 in the fall.  He did say he was speculatiing.  But he also linked this story.

    http://www.loopinsight.com/2011/02/22/rumors-of-ipad-2-iphone-5-delays-are-not-true/

    sponge, you repeat that Gruber said iPad 2 would come in the Fall, but you don’t provide a link to that. (the link to Dalrymple you post plainly states there are NO delays in either iPad 2 or iPhone 5) I honestly don’t remember reading any such rumor from him. Here’s where Gruber speculates about an iPad 3 (that’s THREE) in the Fall.

    So, here?s my guess at Apple?s iPad plans for 2011:

    * An iPad 2, fairly soon. Say, a March announcement, shipping in the first week of April. Faster, more RAM, maybe more storage, thinner and lighter, a front-facing camera.1 Running iOS 4.3.

    * iOS 5, announced at a developer event in March, shipping in June.

    * iPad 3, shipping in September, announced at the annual iPod event. Running iOS 5.1, same as the next-generation iPod Touch.

    http://daringfireball.net/2011/02/the_next_six_months

         
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    Posted: 06 April 2011 12:16 AM #42

    I did not recall him saying iPad 2 in March.  I am assuming he did not change that post since then.  The point I was making was the timing of his post was about the same time rumors of an iPad delay was coming out.  It added lots of attention to the delay Rumors and it spread like wild flower.  The stock dropped 12 points in one day.:(

    The reason I placed the link was to show the connection between him and Jim and also point out that Jim claimed there would not be a delay.  He does not point that out when macrumors does a full story in how the Korean source is wrong and his source says no iPhone in June.  Today he should have clarified and everyone else point to what he said before.

    The pattern is clear.  Analysts check with supply sources about delays in parts, bloggers add fuel to the fire, rumor sites report the news and then the rest of the media add the different pieces into a story for everyone.  This reminds me of push polls in election season.

    Pure stock manipulation over the hottest phone in the world.

         
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    Posted: 06 April 2011 01:30 AM #43

    This interesting.  If true July may be the month.

    http://www.electronista.com/articles/11/04/05/toshiba.intros.24nm.smartnand.flash.memory/

         
  • Posted: 06 April 2011 11:18 AM #44

    After pondering my naval, I’m now 75% confident it’s a June announcement/July release.  Otherwise it’s May.

    I’m also 100% confident the iPhone 5 won’t be announced in June and released in May.  :-D

         
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    Posted: 06 April 2011 11:48 AM #45

    Tetrachloride - 05 April 2011 02:35 PM

    Jason Schwarz lays out 5 reasons why the rumors of delays are not an issue to AAPL valuation.

    Seeking Alpha

    Good article!